Who owns SIXO
Which tracked institutional funds hold SIXO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIXO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
14 tracked funds added or opened SIXO while 25 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SIXO’s largest tracked holder by dollar value, OSAIC HOLDINGS, INC., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SIXO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 54 tracked filers holding SIXO, 27 increased or opened the position and 47 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SIXO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- USA FINANCIAL FORMULAS$4M
- Fortis Capital Management LLC$1M
- IFG Advisory, LLC$952K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$881K
Full exits 18
- SMART Wealth LLC$6M
- Wellment Financial$6M
- B.O.S.S. Retirement Advisors, LLC$6M
- HOWARD BAILEY SECURITIES, LLC$6M
- FWG Investments, LLC.$4M
- USA FINANCIAL FORMULAS$4M
Largest adds
- BIP Wealth, LLC$2M
- Allianz SE$2M
- RFG Advisory, LLC$1M
- OSAIC HOLDINGS, INC.$1M
- First Heartland Consultants, Inc.$842K
- Kestra Advisory Services, LLC$817K
Largest trims
- AE Wealth Management LLC$131M
- JANE STREET GROUP, LLC$22M
- Mid-American Wealth Advisory Group, Inc.$21M
- Patriot Financial Group Insurance Agency, LLC$3M
- Elevated Capital Advisors, LLC$3M
- POM Investment Strategies, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. added | 360,733 | $13M | 8.0% | 2026-Q2 |
| RFG Advisory, LLC added | 339,078 | $12M | 7.5% | 2026-Q2 |
| Allianz SE added | 261,947 | $9M | 5.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 162,813 | $6M | 3.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 152,727 | $5M | 3.4% | 2026-Q2 |
| Cetera Investment Advisers added | 143,700 | $5M | 3.2% | 2026-Q2 |
| BIP Wealth, LLC added | 128,708 | $5M | 2.8% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 125,255 | $4M | 2.8% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 111,448 | $4M | 2.5% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 111,434 | $4M | 2.5% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 92,073 | $3M | 2.0% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC added | 65,465 | $2M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 62,949 | $2M | 1.4% | 2026-Q2 |
| GTS FINANCIAL, LLC added | 65,377 | $2M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 44,180 | $2M | 1.0% | 2026-Q2 |
| Fortis Capital Management LLC new | 41,486 | $1M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 40,190 | $1M | 0.9% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 30,137 | $1M | 0.7% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 26,990 | $968K | 0.6% | 2026-Q2 |
| IFG Advisory, LLC new | 26,550 | $952K | 0.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 26,223 | $941K | 0.6% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 24,741 | $887K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,553 | $881K | 0.5% | 2026-Q2 |
| World Investment Advisors trimmed | 22,890 | $821K | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 20,456 | $734K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 19,853 | $712K | 0.4% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 12,650 | $454K | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 11,261 | $404K | 0.2% | 2026-Q2 |
| Secure Asset Management, LLC | 10,702 | $384K | 0.2% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 10,334 | $371K | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC | 8,784 | $315K | 0.2% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. added | 8,578 | $308K | 0.2% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. trimmed | 8,329 | $299K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 7,968 | $286K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 6,805 | $244K | 0.2% | 2026-Q2 |
| Forty-three Eighteen Advisors, LLC | 6,800 | $244K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 6,682 | $240K | 0.1% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co | 6,507 | $233K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 6,406 | $230K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 5,738 | $206K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 5,581 | $200K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 3,636 | $130K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 1,498 | $54K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 1,161 | $42K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 912 | $33K | 0.0% | 2026-Q2 |
| Mosley Wealth Management new | 904 | $32K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 693 | $25K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 410 | $15K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 327 | $12K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 304 | $11K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 231 | $8K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 145 | $5K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 106 | $4K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 16 | $574 | 0.0% | 2026-Q2 |
| SMART Wealth LLC trimmed | 187,385 | $6M | 3.9% | 2026-Q1 stale (1 quarter behind) |
| Wellment Financial trimmed | 185,135 | $6M | 3.8% | 2026-Q1 stale (1 quarter behind) |
| B.O.S.S. Retirement Advisors, LLC trimmed | 184,579 | $6M | 3.8% | 2026-Q1 stale (1 quarter behind) |
| HOWARD BAILEY SECURITIES, LLC trimmed | 169,540 | $6M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| FWG Investments, LLC. added | 127,125 | $4M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| USA FINANCIAL FORMULAS trimmed | 110,556 | $4M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Management trimmed | 89,561 | $3M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| LifeWealth Investments, LLC trimmed | 86,066 | $3M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Great Lakes Retirement, Inc. trimmed | 70,863 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Centennial Advisors, LLC trimmed | 68,595 | $2M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 57,715 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| FSA Advisors, Inc. added | 55,815 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Quest 10 Wealth Builders, Inc. added | 45,311 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Csenge Advisory Group trimmed | 38,607 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Outlook Wealth Advisors, LLC trimmed | 29,719 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Kingdom Financial Group LLC. trimmed | 29,115 | $984K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 27,278 | $921K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Networth Advisors, LLC trimmed | 25,793 | $871K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Crown Wealth Group, LLC new | 12,012 | $406K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Triad Wealth Partners, LLC new | 9,691 | $327K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9,525 | $322K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Blackston Financial Advisory Group, LLC trimmed | 9,400 | $318K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Authentikos Wealth Advisory, LLC added | 8,098 | $274K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Ausdal Financial Partners, Inc. trimmed | 6,030 | $204K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. added | 3,058 | $103K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Key Capital Management, INC added | 1,818 | $61K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 1,087 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Decker Retirement Planning Inc. added | 997 | $34K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. new | 196 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Slagle Financial, LLC new | 5,873 | $204K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 100 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY new | 65 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 40 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Strategic Blueprint, LLC trimmed | 67,656 | $2M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP added | 11,465 | $388K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| RIA Advisory Group LLC trimmed | 6,336 | $215K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Allianz Investment Management U.S. LLC | 5,000 | $170K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 163,163 | $5M | 3.3% | 2025-Q2 stale (4 quarters behind) |
| Janney Montgomery Scott LLC trimmed | 65,274 | $2M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| GeoWealth Management, LLC new | 7,466 | $247K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC added | 5,645 | $187K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 3,284 | $109K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Richard W. Paul & Associates, LLC | 299 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Global Retirement Partners, LLC new | 257 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Royal Bank of Canada new | 193 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Pineridge Advisors LLC trimmed | 113 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.